Tuesday, July 23, 2019

DevOps for Dynamics 365 Customer Engagement using YAML Based Azure Pipelines

here is an article stating DevOps for Dynamics 365 Customer Engagement using YAML Based Azure Pipelines.

this uses Azure DevOps pipeline. so must take note is thinking of OnPrem.


Dynamics 365 CE Relevance Search

Relevance Search delivers fast and comprehensive search results in a single list, sorted by relevance. It uses a dedicated search service external to Dynamics 365 for Customer Engagement apps powered by Azure Search to improve your Dynamics 365 for Customer Engagement apps search experience. As an administrator or customizer, you'll be able to enable and configure Relevance Search in the Customer Engagement apps user interface without writing code. Many of the configuration steps will look familiar to you, as they use the same user interface as the Quick Find configuration.

URL: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/configure-relevance-search-organization 

Tuesday, July 16, 2019

Microsoft PowerApps Details, Pros and Cons....

Microsoft PowerApps is very powerful tool.
here are some links to get details on PowerApps

  1. Microsoft Site (PowerApps)
  2. Getting Started.....
  3. Dummies PowerApps
  4. PowerApps Licensing

Below are the Cons and Pros of PowerApps......
PowerApps Cons
PowerApps Pros
- The Apps loaded may not be as fast as normall native apps from Android or iOS (say: 5-10 sec compare to 2-3 sec)
- You can run only One Apps a time unless it is run as Web Apps where you can run multile apps at a time of the same account
- You can't publish into Win Store, Apps Store and Google Play
- PowerApps users must have a valid Work Mail or School Mail to sign-in prior using
- It depends greatly on Internet Connection. Speed does count!
- PowerApps Studio can only be accessed with internet connection
- PowerApps studio, though officially launched in Nov 2016, but there are still several issues or improvement needed to gradually replace others, such as Delegation, Printing, Offline, Independent Apps, etc.

- If you have Excel background & Logic concept, you can easily Make Apps (rather than writing Apps) within seconds as a basic workable apps, using fast track mode, for a CRUD apps
- You can easily connect to most of the common connector in Cloud, such as DropBox, OneDrive, Google Drive, SQL, as well asMS CDS, which conveniently combines Data Storage & Table Creation (two-in-one)
- You can use Excel and Google Sheet in Cloud for data storage (free) though improvement is still on going and coming soon
- CSS writing is almost not required as PowerApps Studio is, just like PowerPoints, enable drag and drop, change and modify, from within PowerApps Studio environment, exactly like MS Office features.
- HTML codings are supported, though not in full
- All properties are possible to be defined as Context Variable (similar to that of programming where you define Var ....)
- Pages / Screens Navigation are in visible and easily modified
- Apps, can be easily shared among the same domain uses (or organization), with sharing of datasource (for CDS, it is automatically shared), and unshare if you wish to, at anytime

How to Install Microsoft Dynamics 365 Marketing ?

1. first login to Dynamics 365 Administration Center with admin account.
2. you must be a system admin in Dynamics 365 CE else you will get error as described in my other post ( https://ms-crm-2011-beta.blogspot.com/2019/07/we-couldnt-load-your-user-information.html )
3. Once you logged in , click "APPLICATION" Tab as below
4. you will be installing Dynamics 365 Marketing Application, this will be visible if you have this license.
5. Status of this will be NotConfigured.
6. Then Click Manage as highlighted.
7. here you select the Org and Web Hosting (either your own or Dynamics Portal). this will be used to run your marketing pages and event websites. later you can change as well.

8. once click Continue you will get below Consent and agree agreement screen. need to provide your street address as well which will be used in all marketing emails.
9. Click Setup and then go for a coffee... this will take some  more time, thigh this states it will take around 20 mnts, have patience and wait.. do not feel its hanged or anything, still wait.....
how you know this is completed? go to admin portal -> APPLICATION, the Dynamics Marketing Application status should be "Configured" and the orgname will be amended with Dynamics 365 Marketing Application, then you will see all solution installed in Dynamics 365 CE instance.

the same way you can do it for another instance (ex: Sandbox and Prod). you will see another APPLICATION in list as Dynamics 365 Marketing Application (with out any orgname) and also the status should be "NotConfigured".

If you get any error, let me know.

Hope this helps


Monday, July 15, 2019

Dynamics 365 CRM : Find the Organization ID(s) and Name(s)

to get the info
  1. Log in to Microsoft Dynamics as an admin-level user.
  2. open customization
  3. open Developer Resources
  4. follow as highlighted for Org Name and Org ID


Sunday, July 14, 2019

We couldn't load your user information from the selected Dynamics 365 organization. Please try again. Dynamics 365 Marketing Application Installation

I got "We couldn't load your user information from the selected Dynamics 365 organization. Please try again." message while setting up Dynamics 365 Marketing Application online.
what this says is you are not Dynamics 365 user.
so you must assign a Dynamics 365 CE license and add this to that Dynamics 365 instance and then you should be able to proceed.

this is a known Issue (Prerequisite) as per MS article.... (https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/purchase-setup )

Hope this will help